17 institutions reported holding $10.9M of FIRST TR EXCHANGE TRADED FD (FSGS) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($8.9M), Three Cord True Wealth Management, LLC ($854,745), Archer Investment Corp ($557,021), Private Advisor Group, LLC ($297,192), INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC ($102,815). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $8.9M | 280,507 | Added |
| 2 | Three Cord True Wealth Management, LLC | $854,745 | 27,024 | Trimmed |
| 3 | Archer Investment Corp | $557,021 | 17,611 | Trimmed |
| 4 | Private Advisor Group, LLC | $297,192 | 9,396 | Hold |
| 5 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $102,815 | 3,225 | New |
| 6 | Global Retirement Partners, LLC | $102,418 | 3,238 | Hold |
| 7 | PRIVATE TRUST CO NA | $69,617 | 2,201 | Added |
| 8 | OSAIC HOLDINGS, INC. | $60,507 | 1,913 | Trimmed |
| 9 | HARBOUR INVESTMENTS, INC. | $7,243 | 229 | Hold |
| 10 | UBS Group AG | $727 | 23 | New |
| 11 | MORGAN STANLEY | $59 | 1 | New |
| 12 | WELLS FARGO & COMPANY/MN | $22 | 1 | New |
| 13 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 14 | Independent Advisor Alliance | $0 | 0 | Exited |
| 15 | AE Wealth Management LLC | $0 | 0 | Exited |
| 16 | Western Wealth Management, LLC | $0 | 0 | Exited |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30